The REACHING Blog

Two advisors start their careers with comparable financial and social advantages and connections, and identical training and education.  One becomes highly successful.  The other doesn’t.  How do we account for this? If we examined their situations more closely, we would see that the highly successful advisor constantly takes intensely focused action to get where he wants to…

[Adapted from an article written by my colleague, Rich Litvin.  Most of the language is his] Meryl Streep has received a record 21 Academy Award nominations and won three. She has received a record 32 Golden Globe Award nominations and won eight. Yet she’s said, “I have varying degrees of confidence and self-loathing… You can

A few years ago, Eric, one of my friends, asked me to refer him to an advisor who could help him increase his life insurance.   I happened to have been working at the time with a husband-and-wife advisory team in our state, Andrea and Michael.  Eric asked me to arrange an introduction to Andrea,

Years ago, in my attorney days, I was sitting with a client, looking at her auto insurance policy in connection with a fender bender. In reviewing the policy declarations, I noticed that she and her husband were grossly overpaying for the family coverage. I suggested that they shop around and get some quotes from other

A long time ago…it seems like in a previous life…I was a practicing attorney with a growing practice.  I grew my business to six figures and was proud of the accomplishment.   But at a certain point, it stopped growing.  Everything I did to get it there in the first place—providing outstanding service with great client

My colleague, marketing expert Robert Middleton, recently shared his “6 Ps of Getting Out There and Making It Happen”. All of these are important for any advisor who is trying to grow his low six figure business into a high six figure or million-dollar business: Passion – your personal interest, fascination, and engagement with something